+220.4%
GDXJ vs VSAT
+51.7%
+168.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -2.8% | -1.3% | -1.5% | -2.7% |
| 30D | +5.0% | -14.8% | +19.8% | +7.1% |
| 3M | +24.1% | +2.2% | +21.9% | +22.3% |
| 6M | -7.4% | +60.2% | -67.5% | -14.4% |
| YTD | +10.2% | +115.6% | -105.4% | -2.3% |
| 1Y | +42.5% | +132.9% | -90.3% | +24.5% |
| 3Y | +285.7% | +216.1% | +69.6% | +201.4% |
| All | +220.4% | +51.7% | +168.8% | +180.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling